Weatherly Asset Management L. P. Acquires New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Weatherly Asset Management L. P. has acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing 1,152 shares valued at approximately $261,000 during the second quarter.
• Taiwan Semiconductor Manufacturing reported a 44.4% increase in revenue year-over-year, reaching $30.07 billion, along with an EPS of $2.47, exceeding analysts' expectations.
• The company has announced a quarterly dividend increase to $0.8348 per share, up from $0.65, reflecting its strong financial performance.

Weatherly Asset Management L. P. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 1,152 shares of the semiconductor company's stock, valued at approximately $261,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares during the period. First Heartland Consultants Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 4.2% during the fourth quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company's stock worth $244,000 after buying an additional 50 shares during the last quarter. Novem Group bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $187,000. Vise Technologies Inc. raised its stake in Taiwan Semiconductor Manufacturing by 122.4% in the 4th quarter. Vise Technologies Inc. now owns 56,317 shares of the semiconductor company's stock valued at $11,122,000 after acquiring an additional 30,996 shares during the period. Finally, Breed s Hill Capital LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $219,000. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $264.27 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $270.54. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $1.37 trillion, a P/E ratio of 30.13, a P/E/G ratio of 1.28 and a beta of 1.23. The stock's fifty day moving average is $241.95 and its two-hundred day moving average is $205.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. During the same period in the previous year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing's revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.3%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 29.42%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Needham & Company LLC reissued a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a report on Tuesday. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Finally, Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research report on Monday, July 14th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has an average rating of "Buy" and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.

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